Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.6 Billion
  • Q1 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $29.6 Billion distributed in 3495 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $964M, Vanguard Index Fds S&P 500 ETF with a value of $925M, Invesco Qqq Trust, Series 1 with a value of $630M, Nvidia Corp with a value of $603M, and Ishares Core S&P 500 ETF with a value of $579M.

Examining the 13F form we can see an decrease of $295M in the current position value, from $29.9B to 29.6B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $29.6 Billion
ETFs: $17.4 Billion
Technology: $3.09 Billion
Financial Services: $1.9 Billion
Consumer Cyclical: $1.07 Billion
Healthcare: $905 Million
Communication Services: $775 Million
Industrials: $753 Million
Consumer Defensive: $743 Million
Other: $1.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14 Million 0.05% of portfolio
548,810
Q1 2025 Added 6.77%
$0
$15.4 Million 0.05% of portfolio
76,701
Q1 2025 Reduced 5.01%
$0
$13.4 Million 0.05% of portfolio
115,914
Q1 2025 Reduced 1.58%
$0
$14.8 Million 0.05% of portfolio
113,789
Q1 2025 Added 8.24%
$0
$14.7 Million 0.05% of portfolio
158,920
Q1 2025 Reduced 19.86%
$39.4B
$13.8 Million 0.05% of portfolio
59,674
Q1 2025 Reduced 4.98%
$0
$13.9 Million 0.05% of portfolio
211,027
Q1 2025 Reduced 3.36%
$0
$14.1 Million 0.05% of portfolio
172,154
Q1 2025 Added 153.76%
$180B
$15.8 Million 0.05% of portfolio
50,778
Q1 2025 Reduced 1.48%
$115B
$15.9 Million 0.05% of portfolio
176,438
Q1 2025 Added 16.34%
$0
$12.6 Million 0.04% of portfolio
264,102
Q1 2025 Reduced 6.14%
$60B
$12.9 Million 0.04% of portfolio
43,619
Q1 2025 Reduced 0.44%
Arm Holdings PLC Sponsored
-
$11.7 Million 0.04% of portfolio
-
Q1 2025 Added 4.58%
$98.5B
$11 Million 0.04% of portfolio
41,416
Q1 2025 Reduced 1.4%
$87.4B
$13.3 Million 0.04% of portfolio
195,871
Q1 2025 Reduced 2.33%
Sila Realty Trust
-
$10.5 Million 0.04% of portfolio
-
Q1 2025 Reduced 10.48%
$152B
$11.3 Million 0.04% of portfolio
158,492
Q1 2025 Added 10.64%
$14.9B
$12.6 Million 0.04% of portfolio
85,766
Q1 2025 Added 106.57%
$50.7B
$10.4 Million 0.04% of portfolio
92,280
Q1 2025 Added 0.67%
$73.2B
$11.3 Million 0.04% of portfolio
120,238
Q1 2025 Reduced 4.03%
$44.3B
$10.7 Million 0.04% of portfolio
33,987
Q1 2025 Added 5.19%
$30.9B
$11.7 Million 0.04% of portfolio
128,788
Q1 2025 Added 36.52%
$30.3B
$10.9 Million 0.04% of portfolio
250,279
Q1 2025 Added 5.36%
$22.5B
$11 Million 0.04% of portfolio
294,858
Q1 2025 Added 17.82%
$0
$12.1 Million 0.04% of portfolio
314,401
Q1 2025 Added 10.21%
$0
$11.5 Million 0.04% of portfolio
190,206
Q1 2025 Reduced 34.16%
$0
$13.2 Million 0.04% of portfolio
221,336
Q1 2025 Added 12.88%
$0
$13 Million 0.04% of portfolio
251,757
Q1 2025 Added 2.68%
Dimensional ETF Trust
-
$11.9 Million 0.04% of portfolio
-
Q1 2025 Added 217.61%
$73.4B
$10.8 Million 0.04% of portfolio
84,263
Q1 2025 Reduced 5.25%
$0
$10.7 Million 0.04% of portfolio
502,179
Q1 2025 Added 99.97%
$58.8B
$12.3 Million 0.04% of portfolio
50,389
Q1 2025 Reduced 2.8%
Fidelity Covington Trust
-
$11.9 Million 0.04% of portfolio
-
Q1 2025 Added 15.66%
Fidelity Covington Trust
-
$12.3 Million 0.04% of portfolio
-
Q1 2025 Added 1,039.49%
$0
$12.8 Million 0.04% of portfolio
142,201
Q1 2025 Added 20.48%
$0
$10.6 Million 0.04% of portfolio
281,546
Q1 2025 Added 40.9%
First Tr Exchange Traded
-
$10.6 Million 0.04% of portfolio
-
Q1 2025 Added 26.36%
$0
$11.9 Million 0.04% of portfolio
546,412
Q1 2025 Added 11.3%
$0
$11.4 Million 0.04% of portfolio
382,266
Q1 2025 Added 16.27%
$78.7B
$10.7 Million 0.04% of portfolio
111,556
Q1 2025 Reduced 43.92%
$0
$10.4 Million 0.04% of portfolio
184,170
Q1 2025 Added 4.08%
$0
$12.5 Million 0.04% of portfolio
235,591
Q1 2025 Reduced 11.66%
Ge Vernova
-
$12.7 Million 0.04% of portfolio
-
Q1 2025 Added 3.99%
$0
$11.3 Million 0.04% of portfolio
300,438
Q1 2025 Reduced 12.86%
$73.9B
$11.1 Million 0.04% of portfolio
44,725
Q1 2025 Added 1.89%
$3.97B
$11 Million 0.04% of portfolio
518,477
Q1 2025 Reduced 6.02%
$86.6B
$12.7 Million 0.04% of portfolio
557,385
Q1 2025 Reduced 1.6%
$0
$11.9 Million 0.04% of portfolio
115,638
Q1 2025 Added 4.45%
$0
$10.8 Million 0.04% of portfolio
214,169
Q1 2025 Added 10.26%

Summary

  • Portfolio
  • No. of Stocks 3,495
  • Current Value $29.6 Billion
  • Prior Value $29.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 226 stocks
  • Additional Purchases 1,693 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,493 stocks
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